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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $88,272 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $29,286 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 70 · EIN 39-0859910 | Consulting Fees | $17,854 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,514 | $127,481-75.3% | $149,745-79.0% | $90,274-65.1% |
| Participation rate | 52.1% | 78.2%-26.2pp | 82.5%-30.4pp | 73.4%-21.3pp |
| Annual return | 13.94% | 57.78%-43.8pp | 276.72%-262.8pp | 53.97%-40.0pp |
| Employer contribution / active EE | $484 | $3,448-85.9% | $4,646-89.6% | $2,523-80.8% |
| Participant deferral / active EE | $1,005 | $6,975-85.6% | $6,843-85.3% | $4,231-76.2% |
| Admin fee / account holder | $71 | $152-53.3% | $9,312-99.2% | $114-37.9% |